London, England, United Kingdom
ACA qualified accountant (ICAEW) with over 20 years of experience working in advisory and leveraged finance. Excellent track record of managing and executing complex financial and operational transactions in the leveraged market. More recently leading the development and establishment of a leading sponsor focussed lending platform focussed on the UK lower mid market. Wide ranging mid-market experience, including origination, portfolio management, restructuring and diligence reporting.
Working within a European sponsor coverage model, the primary focus is on leveraged deal origination and execution for debt offerings between €25-250m. Tasked with overseeing the process from deal structuring through to funding, specifically: • negotiating legal/finance documents from term sheet stage to execution with sponsors, management and advisors; • modelling, diligence review and internal credit assessment, including presentation to senior sanctioners; • managing a team internally to ensure operational excellence in delivery; • assisting Capital Market team with syndication process; • sponsor coverage. Select transactions include: • Cote Restaurants – underwriting senior debt facilities to support BC Partners' off-market acquisition of the casual dining group. • Loparex Holdings – European club financing of senior and mezzanine financing to support ICG’s primary buy-out of the global leader in the manufacturing of paper-based release liners. • Big Bus Tours – co-investment arrangement to provide senior debt on a ‘first-out’ basis in support of Exponent Capital’s primary buy-out of the leading global operator of ‘hop-on, hop-off’ city tours. • A Plan Insurance - supported Hg Capital in the secondary buy-out of a leading UK high street insurance broker through the provision of senior club financing.
Capital Markets - Mid Market Acquisition Finance Selected transaction highlights include: • CarTrawler • Callcredit Information Group • Meteo Group • Equiniti Group
Leverage Finance Business Support Restructuring and managing a distressed debt portfolio of private equity backed assets. Role required ‘end to end’ execution of financial restructurings, including secondary/portfolio debt sales, refinancing options, new money lends, acquisitions and disposals, administrations and debt-for-equity swaps. The portfolio was multi-jurisdiction and non-industry specific, with assets including financial services, manufacturing, retail and IT support services. Total AUM was c.£500m.
Leverage Finance Asset Management Portfolio manager specifically providing additional finance to support acquisitions and capex developments, as well as overseeing refinancing options for existing facilities.